See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,331 | $111,754+12.1% | $103,333+21.3% | $145,922-14.1% |
| Participation rate | 5.0% | 77.9%-72.9pp | 74.5%-69.5pp | 80.3%-75.3pp |
| Annual return | 80.44% | 24.77%+55.7pp | 24.88%+55.6pp | 561.29%-480.8pp |
| Employer contribution / active EE | $4,888 | $4,212+16.0% | $3,868+26.4% | $4,660+4.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |